Senior Accountant | Outsourced Accounting Services

Essential Functions and Primary Duties

• Oversee the month-end and year-end closing process, including preparation of audit schedules, financial statements and notes to the financial statements

• Keep engagement partner informed and updated on engagement progress, engagement issues, and team status and needs

• Knowledgeable on complex accounting issues and treatment, proficient in accounting research

• Responsible for preparing monthly financial statements, including statement of financial position, statement of activities, statement of functional expenses, and analysis on changes in financial position and budget variances

• Review reconciliations for significant balance sheet accounts and various other general ledger accounts, as needed; and review month-end closing entries including payroll, fringe, indirect allocations, investment allocations, and grant allocations

• Maintain deep understanding of the accounting operations within each assigned client

• Proficient knowledge of the clients accounting software packages

• Responsible for recommending and enforcing the internal controls, policies, and procedures, established by the client

• Lead the engagement team in preparation for clients audits as the main contact with external auditors

• Manage the preparation of our clients 990 and tax forms and year end preparation of their 1099s

• Recommend, design, and implement any necessary policy controls and procedures.

• Other duties may include, but are not limited to:  budget preparation, review, modification, Grant reporting to private/federal funders, Drafting of Policies and Procedures, review and payment of client payables in third party software, client billing, drafting of engagement letters

• Train, coach and mentor staff accountants

• Review and supervise Senior and Staff Accountants monthly work, including journal entry and monthly reconciliation review, ensuring accuracy and efficiency in month end completion

• Assist in growth, development and training of staff

Preferred Qualifications

• Experience with QuickBooks Online, Restaurant365, NetSuite, or similar accounting/ERP

Minimum Qualifications

• Bachelor's degree in relevant field
• 3 years of relevant work experience
• Achieve professional certifications relative to area of expertise, must have and preserve required licenses
• Must possess analytical skills
• Proficient use of applicable technology
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Must be able to travel based on client and business needs